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Saarthi Investment Services is the place where We are committed to give genuine Consultation about Investment planning ,Guaranteed children's Education Fund planning , Education fund for domestic, and abrod Higher Education. We are excercies to creat customise plan for Individual to achive their financial Goals , by knowing needs and wants we assist clients throughout sales process and help him in taking right decision. We Service at a Client door step for trasperancy and ensurability by Providing portfolio review time to time to our client.
Saarthi Investment Services is the place where We are committed to give genuine Consultation about Investment planning ,Guaranteed children's Education Fund planning , Education fund for domestic, and abrod Higher Education. We are excercies to creat customise plan for Individual to achive their financial Goals , by knowing needs and wants we assist clients throughout sales process and help him in taking right decision. We Service at a Client door step for trasperancy and ensurability by Providing portfolio review time to time to our client.
We have customised planning for HNI to Manage their Business Risk, Guaranteed Income Protection Planning and liquid Estate Creation.
Saarthi Investment Provide Financial Planning and Risk Management by Life Insurance plan , Mutual funds, Health Insurance, Home loans.
Mr. Suahs Ashokrao Wakte
Mr. Suahs Ashokrao Wakte
Certified Financial Planner
Certified Financial Planner
A financial planner with a blend of engineering precision and financial expertise. With an educational background in engineering, Suhas Wakte approaches financial planning with an analytical mindset, applying systematic problem-solving skills to develop customized financial strategies. This professional combines the rigorous, data-driven techniques of engineering with a deep understanding of financial services, ensuring that each financial plan is tailored to the specific needs and goals of individuals.
Whether it's optimizing investments, retirement planning, or managing risk, We goes beyond traditional methods to think "in the place of the person," ensuring that each decision is not only based on numbers but also aligns with the individual’s personal values and aspirations. This approach empowers clients to achieve their financial goals with confidence, knowing they have a trusted advisor who is dedicated to providing comprehensive, well-thought-out financial strategies.
Embrace Learning
Embrace Learning
An Ambitious Learner Suhas Wakte has attending various Investment and Insurance Conferances and Convensions in India to keep himself upadated about latest technologies and trends for the benifits of his clients. He has successfully completed various Training programme in financial planning and risk Management.
An Ambitious Learner Suhas Wakte has attending various Investment and Insurance Conferances and Convensions in India to keep himself upadated about latest technologies and trends for the benifits of his clients. He has successfully completed various Training programme in financial planning and risk Management.
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